Chelsea Carbonell

Work History

Amplify Life Insurance

04.2023 - Current

Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales of $1,176,956.28 and sold over 181 policies in 4 months.
Analyzed customers' financial situations to recommend appropriate life insurance policies to help achieve financial goals for retirement and investments.
Maintained high standards of customer service by building relationships with clients.
Increased sales of life insurance products through tactical customer outreach.
Retained up-to-date industry knowledge for accurate, well-informed customer interactions.
Generated leads through cold-calling, networking and other outreach methods.

National Agents Alliance

06.2018 - 04.2023

Analyzed customers' financial situations to recommend appropriate life insurance policies.
Maintained high standards of customer service by building relationships with clients.
Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
Monitored competitor activity, remaining ahead of market trends and capitalizing on opportunities.
Upsold additional products and services after determining the needs and requirements of the customer.
Built relationships with clients and provided excellent service through active listening
Assessed existing coverage and aligned new products and services with long-term goals to determine financial needs.
Took continuing education courses and workshops to learn more about the insurance industry.

Second Image

07.2006 - 06.2017

Assisted customers in finding merchandise and promoted key items by answering questions about products and services.
Built and nurtured strong relationships with customers in order to foster loyalty and increase customer satisfaction.
Accurately and quickly operated cash register for cash, check, and credit card transactions.
Inspected floor displays, noted missing items, and replenished merchandise as soon as possible.
Enhanced customer service experience by acting quickly and applying appropriate resolutions for common problems.
Ordered inventory from major suppliers using several databases.
Processed payments and returns with accuracy and efficiency.

Carroll Folse

11.2015 - 05.2016

Helped each client with Auto, Homeowners Insurance, Banking, Life Insurance, Claims, and Billing.
Used consultative sales approach to understand and meet client's needs.
Provided each client with exceptional service by listening to their concerns and answering their questions.
Generated sales by cold-calling and closing prospects.
Communicated with clients to learn about their needs and make recommendations for best solutions.
Followed up with clients to ensure quality service and customer satisfaction.
Answered clients' questions and addressed problems and complaints in person and via phone.

Broussard Charles H DDS

04.2011 - 02.2014

Provided administrative support to staff members in fast-paced environment.
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Scheduled and confirmed appointments and meetings
Insurance collector and composed documents
Kept track of visitors and screened them for access to facility and inter-office personnel.
I was in charge of creating documents and spreadsheets, as well as emailing and assisting with contracts.
Receive and sort mail and deliveries on daily basis.
Administrative work, organization and supervision.
Handled a variety of secretarial and clerical tasks, including documenting, photocopying, faxing, mailing, and filing.
Documented office activities and entered daily data into computer systems.
Confirmed appointments, communicated with clients, and updated client records.
Managed multiple tasks and met time-sensitive deadlines.